UGRU Financial CRM is a comprehensive platform designed for financial advisors, offering advanced contact management, financial planning tools, sales and marketing automation, and accounting features. It streamlines financial management and client relationship maintenance, allowing users to organize detailed information for prospects, clients, vendors, and associates. The CRM also includes Decision Center Calculators for analyzing and implementing strategies like Roth IRA conversions and income distribution. Sales and marketing automation facilitates territory management, mass email campaigns, and lead referral tracking, enhancing productivity and client engagement. The CRM's integration with over 10,000 financial institutions through Aqumulate™ reduces manual data entry, allowing advisors to focus on client relationships.
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Calendar/Reminder SystemContact ManagementDocument StorageEmail MarketingExpense TrackingInternal Chat IntegrationLead ManagementLead QualificationMarketing AutomationRelationship TrackingSegmentationSocial Media IntegrationTask ManagementTeam AssignmentsTerritory ManagementReporting and AnalyticsClient PortalCollaborative Operations LibraryAccountingFinancial Planning ToolsSales Pipeline ManagementSales ForecastingEmailHelp DeskFAQsForumDesktop - WindowsMobile - AndroidCloud, SaaS, Web-Based
